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Dave Rae

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Smart Money Choices
General Finance
Wealth, purpose, investing, dreams, behaviour,
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Blogger Bio

Canberra, Australian Capital Territory, Australia
Life stage:
DIK (Dual Income, Kids)
Financial Planner
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Latest Blog Posts

Serious momentum is building in the responsible investment space. According to the Responsible Investment Association Australasia (RIAA), 9 in 10 Australians expect their super/investments to be invested responsibly and ethically. This is no longer a fringe issue. The trend is the same in the US. The Sustainable Signals survey by Morgan Stanley last year, found 75% […] ...
Posted: Mar 09 2018 @ 11:08 PM
Posted: Mar 02 2018 @ 10:27 PM
In the past week, we’ve seen volatility return to equity markets. Nothing unusual about that. The reason it felt strange is we’ve had an extendedContinue reading ...
Posted: Feb 09 2018 @ 3:57 AM
Let’s face it – there are so many different types of investment funds in the market, it’s hard to keep up. Even as a professional,Continue reading ...
Posted: Feb 02 2018 @ 7:53 AM
The transfer of wealth in Australia looms as a significant opportunity with around $3.5 trillion expected to be passed down over the next 20 years[1].Continue reading ...
Posted: Nov 30 2017 @ 3:30 PM
  One of the most destructive wealth behaviours is the need to own the biggest, best, latest, shiniest – house, car, toys…stuff. Appearing wealthy toContinue reading ...
Posted: Nov 04 2017 @ 4:10 AM
A collection of articles on impact investing – from starting out to taking a deep dive. New to Impact Investing' Impact Investing Australia Impact Investing GlossaryContinue reading ...
Posted: Oct 04 2017 @ 1:27 PM
What can we learn about real wealth from some of the best minds in history.Continue reading ...
Posted: Sep 24 2017 @ 6:20 AM
In markets, bad news can lead from worry to fear to panic. How can we deal with this to avoid money mistakes'Continue reading ...
Posted: Sep 09 2017 @ 12:52 PM
Since having kids, I’ve found it hard to imagine the future. When they were babies, it was difficult to imagine what it would be likeContinue reading ...
Posted: Jun 05 2017 @ 2:01 PM


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